See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $226,064-92.7% | $182,532-91.0% | $152,861-89.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 12.18% | 192.51%-180.3pp | 148.54%-136.4pp | 345.32%-333.1pp |
| Employer contribution / active EE | $818 | $4,978-83.6% | $4,076-79.9% | $4,762-82.8% |
| Participant deferral / active EE | $818 | $6,368-87.2% | $5,524-85.2% | $5,850-86.0% |
| Admin fee / account holder | $42 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |